Import and Export Groups

To use the Import/Export functions with Internet Explorer (IE), changes might need to be made to the security settings. To establish the necessary settings:
capam33
HID_ImportExportGroups
An alternative to configuring groups in the UI is to use a CSV file. A template is provided to create an interpretable user data file for
Privileged Access Manager
. Create a file from the template, and fill in settings according to the field requirements. The same template is used for Users and Groups. You can import Users and Groups with the same CSV file. For information about User fields, see Identify Users that Can Log in to the Server.
You can create one CSV to import both Users and Groups rather than create one file for each page.
Add a Group from a CSV File
Internet Explorer Requirements to Use a CSV File
To use the Import/Export functions with Internet Explorer (IE), changes might need to be made to the security settings. To establish the necessary settings:
  1. Open IE browser.
  2. Select
    Tools
    ,
    Internet Options
    .
  3. In the Internet Options pop-up window, select the
    Security
    tab.
    1. Select the slider zone.
    2. Select 
      Custom level
      . Scroll to
      Downloads
      . For
      File download
      , select the
      Enable
      option.
  4. Select 
    OK
    to save changes.
Import a CSV File
To import the users, follow these steps:
  1. Go to
    Users
    ,
    Manage User Groups
    .
  2. Select the
    Import/Export
    button.
    The Import/Export Users window appears
    .
     
  3. Select Download Sample File, and save the file.
  4. Create a CSV file from the downloaded template.
    CSV Format
    • Do not change the heading (first) row text.
    • New Group records:
      • For any fields not used: Preserve all headings on the first row, but leave the data cells blank.
    • Updates to existing Group records:
      • Each User Group is represented by a line record with Type="user group".
      • User Group records should be at the top of the file, ahead of all User records.
      • As it is for individual Users, an Authentication option can be applied to a User Group:
  5. In the 
    Import/Export User Groups
    window, select 
    Choose File
    to select the file, and select 
    Import Users (User Groups)
    .
    The content of the file is added to the existing User database. The new content does not replace the current database.
  6. Navigate to
    Users
    ,
    Manage User Groups
    , and confirm that the import was successful by inspecting the User list.
Export Users
This button creates a CSV file of all Local, RADIUS, SecurID, and Smartcard/PKI users. For Local users, the
Password
field is masked.
Whether you export a CSV from the Users or User Groups page, the same data is produced, including Users and User Groups.